The franchising program is offered by MergersUK Limited, a UK Company with its registered office at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.
MergersCorp M&A International provides strategic business advisory services, including preparing companies for growth and capital access. Through partnerships with licensed investment bankers, clients can access tailored capital-raising solutions.
U.S. Investment Banking Securities transactions are exclusively conducted by Spektrum Capital Advisors LLC, a Registered Representative of, and Securities Products offered through, BA Securities, LLC, a FINRA-registered broker-dealer. Check the background of investment professionals associated with this site on Broker Check.
The firm is a specialized financial services provider operating with the highest standards of regulatory compliance under Swiss law.
The entity holds the official Asset Manager license (Gestionnaire de fortune) granted by the Swiss Financial Market Supervisory Authority (FINMA), pursuant to Article 17 of the Financial Institutions Act (FinIA). This authorization subjects the firm to strict prudential supervision, ensuring it meets the rigorous organizational, financial, and conduct requirements mandated by the Swiss regulatory framework.
Scope of Services
The firm’s mandate is the provision of tailored and sophisticated wealth management solutions to its client base.
Discretionary Mandates: The firm offers comprehensive portfolio management where its seasoned experts assume responsibility for investment decisions within a pre-agreed strategy, aiming for optimal long-term growth and capital preservation.
Advisory Mandates: For clients who prefer to maintain final decision-making authority, the firm provides personalized, timely investment advice and recommendations, ensuring the client is well-informed before execution.
Dynamic Mandates: Specialization includes dynamic investment strategies that actively adjust asset allocations based on evolving market conditions, offering a pro-active and risk-managed approach to wealth growth.
Trading Expertise and Instruments
The firm facilitates execution across a broad spectrum of global financial instruments, ensuring comprehensive and responsive brokerage services for its clients:
Traditional Markets: Execution of trades in global Stocks/Equities, Futures, and Index-linked products.
Advanced Instruments: Expertise extends to trading Contracts for Difference (CFDs) and Foreign Exchange (FX), enabling precise and efficient market positioning.
Digital Assets: The firm is equipped to manage and execute trades in major Cryptocurrencies, integrating these new asset classes into traditional wealth management structures.
Key Metrics and Infrastructure
Custodian Banks: Client assets are held exclusively with a select group of leading, FINMA-regulated Swiss institutions, including Safra Sarasin, UBS, Lombard Odier, and Swissquote. This segregation ensures maximum asset security and independence.
Assets Under Management (AUM): The firm is entrusted with a robust portfolio totaling CHF 70 Million.
Client Focus: The operational structure is designed to provide highly personalized service to a focused base of 50 to 100 private and institutional clients.
Geographic Focus: The client relationships are primarily concentrated across Western Europe, where the firm serves as a trusted Swiss partner for sophisticated financial needs.
The firm is a specialized financial services provider operating with the highest standards of regulatory compliance under Swiss law.
The entity holds the official Asset Manager license (Gestionnaire de fortune) granted by the Swiss Financial Market Supervisory Authority (FINMA), pursuant to Article 17 of the Financial Institutions Act (FinIA). This authorization subjects the firm to strict prudential supervision, ensuring it meets the rigorous organizational, financial, and conduct requirements mandated by the Swiss regulatory framework.
Scope of Services
The firm’s mandate is the provision of tailored and sophisticated wealth management solutions to its client base.
Discretionary Mandates: The firm offers comprehensive portfolio management where its seasoned experts assume responsibility for investment decisions within a pre-agreed strategy, aiming for optimal long-term growth and capital preservation.
Advisory Mandates: For clients who prefer to maintain final decision-making authority, the firm provides personalized, timely investment advice and recommendations, ensuring the client is well-informed before execution.
Dynamic Mandates: Specialization includes dynamic investment strategies that actively adjust asset allocations based on evolving market conditions, offering a pro-active and risk-managed approach to wealth growth.
Trading Expertise and Instruments
The firm facilitates execution across a broad spectrum of global financial instruments, ensuring comprehensive and responsive brokerage services for its clients:
Traditional Markets: Execution of trades in global Stocks/Equities, Futures, and Index-linked products.
Advanced Instruments: Expertise extends to trading Contracts for Difference (CFDs) and Foreign Exchange (FX), enabling precise and efficient market positioning.
Digital Assets: The firm is equipped to manage and execute trades in major Cryptocurrencies, integrating these new asset classes into traditional wealth management structures.
Key Metrics and Infrastructure
Custodian Banks: Client assets are held exclusively with a select group of leading, FINMA-regulated Swiss institutions, including Safra Sarasin, UBS, Lombard Odier, and Swissquote. This segregation ensures maximum asset security and independence.
Assets Under Management (AUM): The firm is entrusted with a robust portfolio totaling CHF 70 Million.
Client Focus: The operational structure is designed to provide highly personalized service to a focused base of 50 to 100 private and institutional clients.
Geographic Focus: The client relationships are primarily concentrated across Western Europe, where the firm serves as a trusted Swiss partner for sophisticated financial needs.
Description
The firm is a specialized financial services provider operating with the highest standards of regulatory compliance under Swiss law.
The entity holds the official Asset Manager license (Gestionnaire de fortune) granted by the Swiss Financial Market Supervisory Authority (FINMA), pursuant to Article 17 of the Financial Institutions Act (FinIA). This authorization subjects the firm to strict prudential supervision, ensuring it meets the rigorous organizational, financial, and conduct requirements mandated by the Swiss regulatory framework.
Scope of Services
The firm’s mandate is the provision of tailored and sophisticated wealth management solutions to its client base.
Discretionary Mandates: The firm offers comprehensive portfolio management where its seasoned experts assume responsibility for investment decisions within a pre-agreed strategy, aiming for optimal long-term growth and capital preservation.
Advisory Mandates: For clients who prefer to maintain final decision-making authority, the firm provides personalized, timely investment advice and recommendations, ensuring the client is well-informed before execution.
Dynamic Mandates: Specialization includes dynamic investment strategies that actively adjust asset allocations based on evolving market conditions, offering a pro-active and risk-managed approach to wealth growth.
Trading Expertise and Instruments
The firm facilitates execution across a broad spectrum of global financial instruments, ensuring comprehensive and responsive brokerage services for its clients:
Traditional Markets: Execution of trades in global Stocks/Equities, Futures, and Index-linked products.
Advanced Instruments: Expertise extends to trading Contracts for Difference (CFDs) and Foreign Exchange (FX), enabling precise and efficient market positioning.
Digital Assets: The firm is equipped to manage and execute trades in major Cryptocurrencies, integrating these new asset classes into traditional wealth management structures.
Key Metrics and Infrastructure
Custodian Banks: Client assets are held exclusively with a select group of leading, FINMA-regulated Swiss institutions, including Safra Sarasin, UBS, Lombard Odier, and Swissquote. This segregation ensures maximum asset security and independence.
Assets Under Management (AUM): The firm is entrusted with a robust portfolio totaling CHF 70 Million.
Client Focus: The operational structure is designed to provide highly personalized service to a focused base of 50 to 100 private and institutional clients.
Geographic Focus: The client relationships are primarily concentrated across Western Europe, where the firm serves as a trusted Swiss partner for sophisticated financial needs.
Basic Details
Target Price:
CHF 7,250,000
Gross Revenue
Fr.2,750,000
EBITDA
Fr.1,500,000
Business ID:
L#20250893
Country
Switzerland
Detail
Similar Businesses
Published on April 13, 2025 at 1:49 pm. Updated on December 3, 2025 at 10:48 pm
FINMA Licensed Asset Manager
TBD
Asset Management
Fully Licensed & Active Swiss Asset Management Business
TBD
Asset Management
FINMA Swiss Wealth & Asset Management
TBD
Asset Management
50+Year Old Vintage Swiss Trust Company with a Para-Banking-License & Crypto
Fr.850,000
Asset Management, Financial Services
Historical FINMA-licensed CISA Asset Management Business
Fr.3,750,000
Asset Management
Licensed Asset Management AIFC Business
$1,000,000
Asset Management
PREVIOUS PROPERTY
Historical Asset Management Business
NEXT PROPERTY
International IT SaaS company to process business communications